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Further Reading from MarketBeat Media Can These 3 Names Be 2026's Biggest Retail Comebacks?Written by Nathan Reiff. Date Posted: 2/26/2026. 
Key Points - Some of the most promising retail names have had a rocky few quarters, falling by as much as 28% in the last year.
- However, analysts see MercadoLibre, On Holding, and Chewy all posting strong double-digit earnings growth and seeing impressive upside potential in the near-term.
- These companies could benefit from fintech adoption in Latin America, a fast-growing Asia-Pacific market, and expansion into the vet care space, respectively.
- Special Report: [Sponsorship-Ad-6-Format3]
Nearly two months into 2026, some early contenders among top-performing stocks have already outpaced the broader market. That isn't especially difficult given that the S&P 500 has risen less than 1% year-to-date (YTD), but big rallies from leaders like Valaris PLC (NYSE: VAL) (up 80% since the start of the year) would be impressive even in a stronger market. Investors focus on future performance more than past returns, and three companies in the retail space stand out for their growth potential. While these firms have either roughly tracked the S&P 500 or underperformed so far this year, a mix of analyst support, forecasts for price and/or earnings growth, and structural advantages suggest they may be worth watching as 2026 progresses. A Key Fintech and E-Commerce Player in a High-Potential Region A dominant e-commerce player in Latin America, MercadoLibre Inc. (NASDAQ: MELI) is also a go-to for fintech services, including payment processing and point-of-sale. The company expanded rapidly, adding about 7.8 million buyers in the third quarter of 2025 and boosting revenue approximately 39% year-over-year (YOY). Investors reviewing the company's Q4 earnings on Feb. 24 should watch for signs that margin compression is easing. Margin pressure persisted into the second half of 2025 as MercadoLibre invested in free shipping, product development, logistics, and other areas to support long-term growth. With tailwinds that could continue to support growth in Latin American equities — including commodity strength and a favorable currency backdrop — MELI shares may be positioned to lead. The Latin American fintech market remains underpenetrated, and MercadoLibre benefits from a significant structural advantage because of its wide regional footprint. Management expects the e-commerce business to double in the coming years, and analysts agree, projecting nearly 44% near-term earnings growth and roughly 50% upside. MELI shares have stumbled more than 5% YTD; 15 of 18 analysts rate the stock a Buy, indicating strong bullish sentiment on Wall Street. A Swiss Sportswear Firm Keeping Nike On the Run Swiss firm On Holding AG (NYSE: ONON) is known for its running shoes and performance apparel, driven by distinctive technology and sole architecture. In that niche, Nike Inc. (NYSE: NKE) is king, but On has steadily built a loyal following and boosted net sales by 25% YOY in the latest quarter. On is not only growing as a shoe company but is also taking market share from larger rivals, helped by strong apparel performance — net apparel sales climbed 87% YOY last quarter. The biggest gains came in the Asia-Pacific region, where net sales surged more than 94% YOY in the most recent reporting period. Despite the risk of currency headwinds, On's gross profit margin remains high at 65.7%, reflecting disciplined cost control and a focus on high-return markets. Management has raised full-year 2025 guidance across the board, now expecting net sales growth of 34% YOY on a constant-currency basis. Analysts also forecast continued growth, predicting earnings gains of more than 30% and share-price upside of about 26%; ONON has risen roughly 1% YTD. Twenty out of 24 analysts rate ONON stock a Buy. Despite Recent Difficulties, Chewy Could Be on a Major Growth Trajectory Pet-product e-commerce leader Chewy Inc. (NYSE: CHWY) is down more than 28% over the past year and is trading near a 52-week low. Still, autoship sales continue to climb (up 13.6% YOY in the last quarter), signaling that recurring revenue may be strengthening. Chewy has also improved profitability and gross margin, and cash flow rose to about $176 million in Q3 2025. Near-term demand could remain pressured as customers contend with inflation, but the company's expansion into vet care is opening new revenue streams. Wall Street views that as a key catalyst and expects earnings to jump about 87.5% in the coming year, with shares forecast to follow — analysts assign a Moderate Buy rating overall, reflecting 17 Buy ratings and 4 Holds.
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